CEO Revenue Dashboard Sprint
For $1M-$20M service businesses that have leads coming in, but no clear view of which sources, salespeople, and follow-ups are actually making money.
Revenue leak map
Placeholder dashboard frame. Replace with a real screenshot once the first sprint is shipped.
Revenue is moving, but the leaks are hidden.
Most owners already have data. The problem is that it is split between ads, CRM, spreadsheets, inboxes, and staff updates.
Built for owner-led service businesses.
The sprint fits companies where leads, calls, quotes, bookings, and follow-up already exist, but the owner cannot see the revenue picture cleanly.
Roofing / HVAC / electrical
Clinics / chiropractors
Agencies
Local service businesses
High-ticket service companies
One owner dashboard for the money path.
The dashboard is not a vanity report. It is designed to show where leads become revenue, where they stall, and what the owner should fix this week.
Lead source tracking
Sales pipeline dashboard
Follow-up delay alerts
Lost lead tracker
Revenue by source
Weekly owner report
Top 3 leaks this week
Seven days from scattered reports to owner view.
The sprint is intentionally narrow: map the current workflow, connect the key sources, build the dashboard, then review the leaks with the owner.
- Day 1
Map current workflow
- Day 2
Collect data sources
- Day 3-4
Build dashboard
- Day 5
Add alerts and reports
- Day 6
Review with owner
- Day 7
Deliver final system
The views the owner should have open.
These are placeholder modules for now. The first sprint should replace them with real screenshots and numbers from a shipped dashboard.
Ad channels, referral sources, website forms, and booked revenue in one view.
Assigned leads, pipeline stage movement, and booked work by owner.
How long leads wait before first touch, plus delay alerts for stale deals.
Open leads, lost leads, and missed follow-ups translated into owner-level risk.
A simple weekly summary of what is blocking revenue this week.
Starter Sprint: from $500
Best for one business unit, one owner dashboard, and a clear first version of the revenue leak report.
Ongoing optimization: custom monthly retainer
Once the dashboard shows the leaks, ongoing work can cover new data sources, alerts, CRM cleanup, weekly owner reports, and deeper source-level analysis.